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Jarrett F. Morris

@Riversedge Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$442.328MTotal holdings99
Assets growth rate0.33%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Riversedge Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Riversedge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 442.328M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Jarrett F. Morris, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Strategic Tr
Recent Activity
Increased 198.11%
9.58%
$42.357M
1.827M shares@ $23.18 avg price
UITBVictory Portfolios Ii
Recent Activity
Increased 4.6%
7.24%
$31.988M
695,989 shares@ $45.96 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.68%
6.3%
$27.828M
544,149 shares@ $51.15 avg price
AAPLApple Inc
Recent Activity
Increased 11.57%
5.27%
$23.291M
102,923 shares@ $226.3 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.87%
5.02%
$22.169M
126,513 shares@ $175.23 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 102.76%
4.73%
$20.906M
1.13M shares@ $18.51 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 0.81%
4.17%
$18.429M
519,429 shares@ $35.49 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 98.42%
3.78%
$16.696M
645,618 shares@ $25.86 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.4%
3.1%
$13.696M
286,398 shares@ $47.83 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.89%
2.87%
$12.669M
287,661 shares@ $44.05 avg price